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TSA Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

TSA Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.93M Buy
18,175
+9,471
+109% +$1.02M 0.62% 32
2025
Q4 		$932K Buy
8,704
+1,618
+23% +$173K 0.31% 46
2025
Q3 		$755K Buy
7,086
+1,451
+26% +$152K 0.26% 48
2025
Q2 		$589K Sell
5,635
-2,232
-28% -$232K 0.22% 50
2025
Q1 		$829K Sell
7,867
-8,078
-51% -$859K 0.33% 38
2024
Q4 		$1.7M Buy
15,945
+257
+2% +$27.6K 0.69% 26
2024
Q3 		$1.7M Buy
15,688
+5,441
+53% +$586K 0.69% 25
2024
Q2 		$1.09M Buy
10,247
+8,153
+389% +$868K 0.46% 30
2024
Q1 		$225K Buy
2,094
+57
+3% +$6.15K 0.1% 53
2023
Q4 		$221K Buy
+2,037
New +$213K 0.1% 51

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TSA Wealth Management's MUB Position: Q1 2026 in Review

TSA Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 109% in Q1 2026, buying an estimated $1.02M and bringing the position to 18,175 shares worth $1.93M. The position accounts for 0.62% of the portfolio, ranked #32.

TSA Wealth Management first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • TSA Wealth Management held 18,175 shares of iShares National Muni Bond ETF worth $1.93M as of Q1 2026.
  • TSA Wealth Management bought 9,471 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.02M.
  • iShares National Muni Bond ETF made up 0.62% of TSA Wealth Management's portfolio in Q1 2026, its #32 holding.
  • TSA Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on TSA Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.